TOP 30 Best Financial institution in Los Gatos, California

Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.

New American Funding - Micah Gunter is a finance institution located at 16185 Los Gatos Boulevard, Los Gatos, California, United States. Micah Gunter, a dedicated Mortgage Lender in Roseville, CA, brings a strong sense of discipline and teamwork to the world of real estate finance. With a commitment to excellence and local market knowledge, Micah is here to guide you through a seamless and informed home financing experience. The institution offers the Pathway to Homeownership initiative, providing up to $8,000 in assistance to qualified borrowers in select areas. Additionally, NAF Cash allows for competitive, true cash offers without financing contingencies. Customers have praised Micah for his expertise, communication, and support throughout the home buying process. For expert advice on refinancing or purchasing a home, contact New American Funding - Micah Gunter today.

Tammy M. Kettler, CPA is a reputable accounting and finance institution located at 16185 Los Gatos Boulevard in Los Gatos, California, United States. With a focus on providing professional and reliable services, Tammy M. Kettler, CPA offers a wide range of accounting and financial solutions to individuals and businesses. From tax preparation to financial planning, clients can trust in the expertise and experience of the team at Tammy M. Kettler, CPA to help them achieve their financial goals.

Sherer Group LLC is a finance institution located at 61 East Main Street in the beautiful town of Los Gatos, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Legacy Capital Group California to help you achieve your financial goals and secure your financial future.

Glomb Private Wealth, located at 720 University Avenue in Los Gatos, California, is a finance institution dedicated to helping clients protect and grow their wealth. Our team of experienced professionals is committed to building strong relationships with our clients, providing personalized service and comprehensive financial solutions. As an independent firm, we offer the personalized service of a boutique firm while also leveraging the resources of global financial institutions. With over 70 years of collective experience, our team is credentialed and industry awarded, ensuring that we can guide you through each stage of your financial journey.

Merrill Edge is a finance institution located at 333 North Santa Cruz Avenue, Los Gatos, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you. They strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. They offer a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing expert financial advice and management services, Kane Investment Management, Inc. helps clients navigate the complex world of investments with confidence and success. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kane Investment Management, Inc. is committed to guiding you every step of the way.

Bauerle Lee & Associates is a reputable accounting and finance institution located at 20 South Santa Cruz Avenue in Los Gatos, California. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing personalized and reliable services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Bauerle Lee & Associates is committed to helping you achieve your financial goals.

Cheryl Young is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized financial solutions that adapt to the evolving needs of each client at every stage of wealth. We offer a comprehensive suite of services for individuals and institutions, including bespoke investment strategies and holistic financial planning. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey. Rockefeller Global's Cheryl Young offers expert guidance on investing in big tech and maximizing success with Name, Image, and Likeness (NIL) deals. Our firm is a broker-dealer and investment adviser registered with the SEC and FINRA, providing a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for personalized advice on taxation and legal matters.

Scharf Investments, LLC is a finance institution located at 16450 Los Gatos Boulevard in Los Gatos, California, United States. Specializing in investment management and financial planning, Scharf Investments offers a range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Scharf Investments is dedicated to helping clients make informed decisions and secure their financial future.

Robert Chaykin - Morgan Stanley is a prestigious finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Robert Chaykin - Morgan Stanley offers a wide range of investment opportunities and wealth management solutions to their clients. The team of experienced professionals at this institution is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio or plan for retirement, Robert Chaykin - Morgan Stanley is committed to providing you with the guidance and support you need to succeed in the world of finance.

Frederick Tax Services is a trusted accounting and finance institution located at 15814 Winchester Boulevard in Los Gatos, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With our personalized approach and attention to detail, you can trust Frederick Tax Services to help you navigate the complex world of taxes and finances with ease. Contact us today to schedule an appointment and see how we can help you achieve your financial goals.

Hawker Gregg is a reputable accounting and finance institution located at 14127 Capri Drive in Los Gatos, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Hawker Gregg is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other institutions in the industry. Visit Hawker Gregg today and take the first step towards securing your financial future.

RMJR Tax and Accounting is a professional institution located in the heart of Los Gatos, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and accounting with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to assist you every step of the way. Visit us at 2 North Santa Cruz Avenue to learn more about how we can help you achieve your financial goals.

Shafer's Income Tax & Real Estate is a reputable institution located at 612 University Avenue in Los Gatos, California, United States. Specializing in accounting and finance services, this institution offers expert advice and assistance in income tax preparation and real estate transactions. With a team of experienced professionals, Shafer's Income Tax & Real Estate is dedicated to providing top-notch financial services to individuals and businesses in the local community. Whether you need help with filing your taxes or navigating the real estate market, you can trust Shafer's to provide reliable and personalized solutions to meet your needs.

Offereins Janda Roe & McCahan is a reputable accounting and finance institution located at 987 University Avenue in Los Gatos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals. Visit Offereins Janda Roe & McCahan for expert financial advice and support.

Vasona Accounting, located at 15466 Los Gatos Boulevard in Los Gatos, California, is a reputable institution specializing in accounting and finance services. The founder, originally from Belarus, has been a proud United States citizen since 1998 and holds a summa cum laude degree from San Jose State University. With over 10 years of experience as a Certified Public Accountant, the founder has worked extensively with startup companies and small to medium-sized businesses, providing expertise in accounting processes, financial audits, and strategic planning. Vasona Accounting offers a range of services, including full-cycle accounting, GAAP compliance, R&D tax credit assistance, and financial reporting. As a certified Intuit QuickBooks ProAdvisor, the institution utilizes QuickBooks Online and integrated applications to streamline accounting processes for clients. Specializing in sectors such as SaaS, Biopharmaceutical, Fintech, and Nonprofit, Vasona Accounting has a proven track record of helping companies navigate pre-IPO negotiations, mergers, and acquisitions.

Janda Jeffrey CPA is a professional accounting and finance institution located at 987 University Avenue in Los Gatos, California, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services including tax preparation, auditing, consulting, and more. Our focus is on delivering personalized and reliable financial solutions to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

The Law Office of Thomas E. Rossmeissl is a trusted legal institution located at 16450 Los Gatos Boulevard in Los Gatos, California. Specializing in various areas of law, including personal injury, family law, and estate planning, attorney Thomas E. Rossmeissl provides expert legal representation and guidance to clients in the Los Gatos area. With a commitment to delivering personalized and effective legal solutions, the Law Office of Thomas E. Rossmeissl is dedicated to advocating for the rights and best interests of their clients.

Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

Jerome A Bellotti & Associates, A Division of SingerLewak, is a reputable accounting and finance institution located at 985 University Avenue in Los Gatos, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting to individuals and businesses. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Loreen E. Huddleston CPA is a reputable accounting and finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Trust Loreen E. Huddleston CPA for all your accounting and finance needs.

Yes To Therapy is a health institution located at 1406 Mission Street in Santa Cruz, California, United States. We are dedicated to providing personalized care and matching you with the right therapist to meet your needs. You can easily reach out to us through phone call, email, or website inquiry, and we guarantee a response within 24 hours with a live connection. Our intake calls are quick, taking only 10-15 minutes, to learn more about how we can best serve you. We understand the importance of finding the perfect therapist match, taking into consideration factors such as insurance, availability, and preferences for care. Our team consists of diverse therapists with various approaches and modalities, ensuring that we find the right fit for your needs. We value transparency and provide a billing confirmation before your first appointment, outlining your individualized financial breakdown.

Charles Schwab is a leading finance institution located at 335 North Santa Cruz Avenue in Los Gatos, California, United States. Known for its innovative investment services and personalized financial advice, Charles Schwab offers a wide range of products and services to help individuals and businesses achieve their financial goals. With a strong reputation for integrity and customer service, Charles Schwab is a trusted partner for those looking to grow and manage their wealth effectively.

Cruz Mobile Notary Service is a reliable and efficient finance institution located at 23111 Santa Cruz Highway in Los Gatos, California, United States. Our team of experienced notaries are dedicated to providing convenient and professional notary services on the go. Whether you need documents notarized at your home, office, or any other location, we are here to help. Trust Cruz Mobile Notary Service for all your notary needs.

1st Point Capital is a leading finance institution located at 1484 Pollard Road in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment opportunities, financial planning, or assistance with loans, we are here to help you achieve your financial goals. Trust 1st Point Capital to be your partner in navigating the complex world of finance.

Community Business College is a prestigious university located at 19480 Bear Creek Road in Los Gatos, California, United States. Our institution is dedicated to providing high-quality education and training in business-related fields. With a focus on practical skills and real-world applications, our programs prepare students for successful careers in the business world. Our experienced faculty and state-of-the-art facilities create a supportive learning environment where students can thrive and excel. Join us at Community Business College and take the first step towards a rewarding career in business.

The Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.